Importing Data Automatically

Last updated on 2024-12-19

Overview

Automatic data imports allow you to import contracts, lessors and contract components automatically. This both simplifies the import process and saves you time.

The ‘Automatic Data Import’ Workspace

The Automatic data import workspace displays all the data import runs that have been executed to date, regardless of which reporting entity is selected:

Displays the 'Automatic data import' workspace The 'Automatic data import' workspace
Importing Data Automatically

To import data, proceed as follows:

  1. Open the Automatic data import workspace:

    Importing data automatically
  2. Select the data you want to import. The following data types can be imported:
    • Lessor
    • Contracts
    • Contract components
  3. Use drag and drop to attach the CSV file you want to import, or add it via the Browse function.
  4. Click Start import.

CSV Import Templates

To make automatic imports easier for you, we have provided templates for the CSV files. The structure of these templates matches that required for the import.

The CSV files include instructions on how to add the data.

Use the following links to download the templates:

  • Template for Lessor Imports
  • Template for Contract Imports
  • Template for Contract Component Imports
Data Import Details

The following details are displayed in the overview table for each data import:

The 'Automatic data import' workspace is displayed. The overview table is outlined in red. Overview table in the 'Automatic Data Import' workspace

The table provides the following information:

Column

Description

ID

Import ID

Date

Date of the import run

User name

Name of the user who executed the import

Reporting entity OID

OID of the reporting entity (lessee) for whom the import run was executed

File name

Name of the imported file

File size

Size of the imported file in KB

Import mode

The imported file type. This is always CSV.

Import type

The data type that was imported. The following options are displayed:

  • StandardExternalParter for importing lessors
  • LucanetContract for importing contracts
  • LucanetComponent for importing contract components

Status

Status of the import. The following options are displayed:

  • Success if the import was completed successfully
  • Error if an error occurred during the import run
  • Warning if a warning was issued during the import run
  • Info if the only message is a notice on the import’s execution status
  • TBD if the import run is still ongoing and it is not yet possible to display a status for it.
  • You can view the details of the individual messages in the Import History. 
  • To jump straight to the history of a specific import, click the  icon in the  column.

Number of imported lessors

Number of lessors imported successfully during the import run

Number of imported contracts

Number of contracts imported successfully during the import run

Number of imported components

Number of contract components imported successfully during the import run

Number of issues

Number of issues and warnings output during an import that was not executed successfully

  • To view the notes for imports that were not executed successfully, visit the Import History. 
  • To jump straight to the history of a specific import, click the  icon in the  column.

 

To jump straight to the history of a specific import, click the icon.

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